Tracy Shagin is a CFA-designated registered investment advisor at Incline Capital Management, LLC, based in Fort Collins, CO, with 21 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $600K | 1.25% |
| $600K+ | 1.00% |
Fees are negotiable for clients with at least $2 million under management and can be as low as 1% per year.
Fee Estimator
Location
Fort Collins, CO
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Incline Capital Management, LLC
Previous Registrations
Incline Capital Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.